Crossfirst Bankshares, Inc. 401(K) Plan — Form 5500 plan (Crossfirst Bankshares, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crossfirst Bankshares, Inc. 401(K) Plan is a benefit plan reported by Crossfirst Bankshares, Inc. under EIN 26-3212879 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $42,219,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crossfirst Bankshares, Inc.
EIN
26-3212879
Plan number
001
Plan type
2
Location
Leawood, KS
Latest filing year
2023
Participants
557
End-of-year plan assets
$42,219,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023557H, C20240709113910NAL0028852834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,219,078
Net assets (EOY)
$42,219,078
Net assets (BOY)
$30,875,293

Income & contributions

Employer contributions
$2,685,371
Participant contributions
$4,800,469
Total contributions
$9,903,692
Total income / additions
$15,867,940

Expenses & distributions

Benefits paid
$4,414,951
Administrative expenses
$96,728
Total expenses
$4,524,155
Net increase / (decrease)
$11,343,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$48,943not reported in the loaded dataset2023
Mariner LLCNONE$47,212not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$14$02023

Related Form 5500 pages